Client reporting built for better pricing
Client reporting should show which clients are helping your firm grow, and which ones need attention.
Link gives partners and managers clear reporting by client, client group, and service, bringing together WIP movements, write-offs, revenue, cost, profit, ROI, and average hourly rates in one place.
This makes it easy to sort clients from highest to lowest value, so you can see which clients are highly profitable and which are quietly costing the firm money.
With accurate, reconciled data, Client Reporting gives firms the insight needed to review pricing, lift fees, and make better decisions across the client base.
Why Choose Link for Managing Client Performance?
Most firms know some clients are more profitable than others, but they don’t have the reporting depth to see it clearly.
Link shows client performance in detail, from client groups down to individual clients and services. You can quickly compare revenue, write-offs, profit, ROI, and average hourly rates across your entire client base.
Because every number is backed by Link’s reconciled WIP equation and reconciles back to Xero Practice Manager, firms can trust the data. Scheduled reports can also be sent directly to management, keeping client performance visible and decision-making faster.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Stuart Lowe, DirectorLemonade Beach“We had reports that were manual, basic and hard to produce - we had no reporting on WIP or job profits.
Now we have regular team performance, management reporting, greater manager oversight and importantly, higher profits.”
Cameo Ashe, DirectorCopilot Accounting“Day to day, the practice now has a much clearer picture of what needs attention. "I can quickly see what jobs need reviewing so that we can complete and invoice. Simply having the numbers at hand helps to be more engaged in improving the business.”
Grant Heaslip, DirectorWilson Accounting“The Link team made it so easy and could explain everything while helping improve things along the way.”
Stephanie Pope, Director“We’d tried multiple other tools, but found them overly complex with too many moving parts. They weren’t particularly intuitive for day-to-day use, so the team didn’t engage with them consistently. As a result, there were gaps in how often we reviewed performance, and we lacked a simple, reliable way to stay on top of key metrics across the business.”
See for Yourself
See what connected workflow, live capacity and reporting could look like in your firm. Explore Link’s click-through demo at your own pace. No email required. No sales pitch. Just you and the product.